Sergio De La Torre
Pandora Wealth · Roswell, Georgia
Sergio De La Torre is a fee-only financial advisor at Pandora Wealth in Roswell, Georgia. Sergio charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- High earners
Facts
| Firm | Pandora Wealth |
|---|---|
| Based in | Roswell, Georgia |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Assets under management | $285.0M across 109 accounts |
| SEC registration | Investment adviser representative in GA · CRD 4991068 |
| Exams passed | Series 63 (2005) · Series 66 (2007) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.pandorawealth.com |
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Questions about Sergio
Is Sergio De La Torre a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sergio holds no broker registration, and Pandora Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sergio charge for financial advice?
Sergio charges a percentage of assets.
How much does Sergio charge?
According to Pandora Wealth's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Sergio De La Torre based?
Sergio De La Torre is based in Roswell, Georgia.
What does Sergio specialize in?
Sergio's specialties include retirement planning, estate & legacy planning, tax planning and small business owners. Sergio works with high earners.
Is Sergio De La Torre registered with the SEC?
Yes. Sergio De La Torre is registered as an investment adviser representative in GA (CRD 4991068), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pandora Wealth manage?
Pandora Wealth reports $285.0M across 109 accounts in assets under management.
How do I contact Sergio De La Torre?
Through Sergio's website, www.pandorawealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Pandora Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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